CB
Chris Bulman Portfolio holdings
AUM
$175M
This Quarter Return
+3.31%
1 Year Return
+12.17%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.55%
Holding
393
New
392
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Innovator US Equity Power Buffer ETF June
PJUN
|
$11.9M |
| 2 |
Apple
AAPL
|
$9.88M |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
$9.45M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$7.04M |
| 5 |
Vanguard Growth ETF
VUG
|
$5.08M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.82% |
| 2 | Industrials | 2.18% |
| 3 | Consumer Staples | 1.62% |
| 4 | Financials | 1.46% |
| 5 | Healthcare | 1.31% |
